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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,159 hedge funds and large institutions have $60.1B invested in iShares Core S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 803 increasing their positions, 832 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,159
Holders Change
+164
Holders Change %
+8.22%
% of All Funds
31.65%
Holding in Top 10
359
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+9.79%
% of All Funds
5.26%
New
286
Increased
803
Reduced
832
Closed
87
Calls
$40.9M
Puts
$17.2M
Net Calls
+$23.7M
Net Calls Change
+$4.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.83B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$480M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.19B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.34B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.08B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$715M
3
HNB
Huntington National Bank
Ohio
$197M
4
Osaic Holdings
Osaic Holdings
Arizona
$169M
5
HI
Horizon Investments
North Carolina
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
2151
Pathway Financial Advisers
Indiana
$6.99K – – –
CIA
2152
Cape Investment Advisory
Georgia
$5.82K -$34.4K -620 -86%
BHWM
2153
Beaird Harris Wealth Management
Texas
$4.99K +$4.99K +90 New
FRA
2154
Front Row Advisors
California
$4.43K -$220K -3,970 -98%
HWP
2155
Highline Wealth Partners
California
$4.16K +$4.16K +75 New
TVWM
2156
Tower View Wealth Management
Wisconsin
$4K – – –
LWA
2157
Lowe Wealth Advisors
Maryland
$3.88K – – –
CFS
2158
CGC Financial Services
Oregon
$3.88K +$3.88K +70 New
FFL
2159
Financial Freedom LLC
Ohio
$3.16K – – –
CSWG
2160
Cardinal Strategic Wealth Guidance
Kentucky
$3.05K -$1.45M -26,215 -100%
AWM
2161
Able Wealth Management
New Jersey
$1.74K +$1.74K +30 New
CWA
2162
Carolina Wealth Advisors
South Carolina
$1.66K – – –
NMM
2163
Naples Money Management
Florida
$554 +$554 +10 New
CYG
2164
Clean Yield Group
Vermont
$5 -$4 – –
OAM
2165
Oppenheimer Asset Management
New York
– -$56.8M -1,138,230 Closed
1832 Asset Management
2166
1832 Asset Management
Ontario, Canada
– -$19.6M -393,625 Closed
CF
2167
Cantor Fitzgerald
New York
– -$19.4M -389,850 Closed
OPAM
2168
Ocean Park Asset Management
California
– -$19.3M -387,110 Closed
SL
2169
Systelligence LLC
Minnesota
– -$16.7M -334,525 Closed
CIAS
2170
CFS Investment Advisory Services
New Jersey
– -$14.4M -288,300 Closed
Twin Tree Management
2171
Twin Tree Management
Texas
– -$13.9M -278,500 Closed
NYLIM
2172
New York Life Investment Management
New York
– -$10.3M -206,850 Closed
HF
2173
HRT Financial
New York
– -$10M -200,975 Closed
EW
2174
Evoke Wealth
California
– -$6.56M -131,350 Closed
Jane Street
2175
Jane Street
New York
– -$4.72M -94,735 Closed
85 86
87
88 89